Institutional Ownership American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP). We have compiled data on the 2,992 institutions that hold shares in the stock, with a total of 586 Million shares, which have been reported (via 13F filing form) to have a value of $185 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
1,465
shares
|
$461,987
0.25% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
1,460
shares
|
$460,411
0.38% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
1,460
shares
|
$460,411
0.09% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,454
shares
|
$458,518
0.23% of portfolio
|
Q1 2025
Added 9.57%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
1,453
shares
|
$458,203
0.05% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
1,453
shares
|
$458,203
0.17% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
1,453
shares
|
$458,203
0.08% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
1,453
shares
|
$458,203
0.08% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
May 12, 2025 Q1 2025 |
1,449
shares
|
$456,942
0.02% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
1,444
shares
|
$455,365
0.22% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
1,443
shares
|
$455,050
0.05% of portfolio
|
Q1 2025
Added 30.23%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
May 15, 2025 Q1 2025 |
1,442
shares
|
$454,734
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Advisors, LLC
Andover, MA |
May 02, 2025 Q1 2025 |
1,440
shares
|
$454,104
0.08% of portfolio
|
Q3 2023
Reduced 25.77%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
1,439
shares
|
$453,788
0.09% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
1,438
shares
|
$453,473
0.03% of portfolio
|
Q1 2025
Reduced 10.4%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
1,432
shares
|
$451,581
0.17% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
1,431
shares
|
$451,265
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
1,431
shares
|
$451,265
0.1% of portfolio
|
Q2 2025
Added 28.23%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
1,428
shares
|
$450,319
0.02% of portfolio
|
Q1 2025
Added 28.53%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
1,427
shares
|
$450,004
0.11% of portfolio
|
Q2 2025
Reduced 8.47%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
1,426
shares
|
$449,689
0.02% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
1,426
shares
|
$449,689
0.06% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
1,419
shares
|
$447,481
0.32% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Merrion Investment Management Co, LLC
|
Apr 21, 2025 Q1 2025 |
1,416
shares
|
$446,535
0.28% of portfolio
|
Q1 2025
Reduced 22.24%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
1,416
shares
|
$446,535
0.19% of portfolio
|
Q4 2024
Reduced 9.58%
|